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005930.KRX
Samsung Electronics Co
Information Technology · Technology Hardware, Storage & Peripherals

South Korean multinational electronics company and global manufacturer of smartphones, semiconductors, and consumer electronics.

HQ: South KoreaListed: South Korea

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Samsung Electronics Co.

Historical AI Forecasts

Samsung Electronics Co Ltd (005930.KRX) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

AI Advisor 1 AI

Independent Investor FrameworkAI Thinker

Model rating

Buy

5-Year Return Est.

+56.4%

Includes 0.22% annual net dividend contribution

1. Investment Thesis — Base Case

The most reasonable thesis projects Samsung as a primary beneficiary of secular AI growth, albeit sharing the market with strong competitors. While not monopolizing the high-end memory space, volume demand ensures robust profitability. The foundry business stabilizes but remains a distant second to TSMC, serving as a vital alternative for big tech. Cyclicality in memory persists but with higher lows due to consolidation and disciplined across the industry. Shareholders benefit from steady, moderate dividend growth and driven by the Corporate Value-up program. The stock price reflects a gradual re-rating, tracking earnings growth and a modest expansion in valuation multiples over the 5-year horizon.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.22.04K113.12K204.2K295.28K386.36KNov 2020May 2023Nov 2025May 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (KRW)
Observed price2020-11-2566,600
Observed price2020-12-1573,800
Observed price2020-12-2373,900
Observed price2021-01-1290,600
Observed price2021-01-2488,533
Observed price2021-02-0982,700
Observed price2021-02-2585,300
Observed price2021-03-0981,400
Observed price2021-03-2581,200
Observed price2021-04-0686,000
Observed price2021-04-1484,000
Observed price2021-04-3081,500
Observed price2021-05-2079,500
Observed price2021-06-0582,100
Observed price2021-06-2179,900
Observed price2021-06-2581,600
Observed price2021-07-0780,800
Observed price2021-07-2778,500
Observed price2021-08-0482,900
Observed price2021-08-2072,700
Observed price2021-09-0975,300
Observed price2021-09-2577,433
Observed price2021-09-2974,100
Observed price2021-10-1169,625
Observed price2021-10-3169,867
Observed price2021-11-2072,433
Observed price2021-11-2872,300
Observed price2021-12-1877,700
Observed price2021-12-2680,300
Observed price2022-01-1577,367
Observed price2022-01-1976,300
Observed price2022-01-2771,300
Observed price2022-02-1674,800
Observed price2022-03-0869,500
Observed price2022-03-1670,400
Observed price2022-04-0967,833
Observed price2022-04-1368,700
Observed price2022-05-0766,300
Observed price2022-05-1165,700
Observed price2022-05-2367,900
Observed price2022-06-0865,300
Observed price2022-07-0256,500
Observed price2022-07-0656,400
Observed price2022-07-1861,900
Observed price2022-08-0361,300
Observed price2022-08-2359,100
Observed price2022-08-3159,700
Observed price2022-09-2454,300
Observed price2022-09-2852,900
Observed price2022-10-1856,500
Observed price2022-10-3058,700
Observed price2022-11-1162,900
Observed price2022-12-0162,600
Observed price2022-12-1759,500
Observed price2022-12-2955,300
Observed price2023-01-1460,900
Observed price2023-01-1860,400
Observed price2023-01-2663,800
Observed price2023-02-1962,667
Observed price2023-03-1159,667
Observed price2023-03-1559,800
Observed price2023-04-0865,233
Observed price2023-04-1266,000
Observed price2023-04-2465,200
Observed price2023-05-1464,367
Observed price2023-05-3072,300
Observed price2023-06-0771,000
Observed price2023-06-2772,600
Observed price2023-07-0969,633
Observed price2023-07-1773,300
Observed price2023-08-0269,900
Observed price2023-08-1866,300
Observed price2023-08-3067,100
Observed price2023-09-1572,000
Observed price2023-10-0966,300
Observed price2023-10-1769,400
Observed price2023-10-2967,300
Observed price2023-11-1872,567
Observed price2023-11-2671,433
Observed price2023-12-1273,500
Observed price2024-01-0179,380
Observed price2024-01-1373,367
Observed price2024-01-1771,000
Observed price2024-02-0275,200
Observed price2024-02-1474,000
Observed price2024-02-2672,800
Observed price2024-03-1772,633
Observed price2024-04-0285,000
Observed price2024-04-1083,850
Observed price2024-04-2276,100
Observed price2024-05-0881,300
Observed price2024-06-0174,233
Observed price2024-06-0976,233
Observed price2024-06-2981,600
Observed price2024-07-1187,600
Observed price2024-07-2781,000
Observed price2024-07-3183,900
Observed price2024-08-0873,400
Observed price2024-08-2876,400
Observed price2024-09-2162,867
Observed price2024-09-2962,400
Observed price2024-10-1959,133
Observed price2024-10-3159,200
Observed price2024-11-1253,000
Observed price2024-11-2457,267
Observed price2024-12-0253,600
Observed price2024-12-3053,200
Observed price2025-01-0755,400
Observed price2025-01-3152,400
Observed price2025-02-0854,333
Observed price2025-02-2058,400
Observed price2025-03-0853,700
Observed price2025-03-1254,900
Observed price2025-03-2460,500
Observed price2025-04-0953,000
Observed price2025-04-1355,867
Observed price2025-05-1557,300
Observed price2025-05-2753,900
Observed price2025-06-1657,200
Observed price2025-06-2460,500
Observed price2025-07-0260,800
Observed price2025-07-2667,400
Observed price2025-07-3072,600
Observed price2025-08-0369,433
Observed price2025-08-3168,300
Observed price2025-09-2081,367
Observed price2025-09-2883,900
Observed price2025-10-1897,967
Observed price2025-11-03111,100
Observed price2025-11-0797,900
Observed price2025-11-2396,067
Observed price2025-12-09108,400
Observed price2025-12-17107,900
Observed price2026-01-10138,933
Observed price2026-01-14140,300
Observed price2026-02-03167,500
Observed price2026-02-11167,800
Observed price2026-02-27216,500
Observed price2026-03-19200,500
Observed price2026-03-31167,200
Observed price2026-04-12202,667
Observed price2026-05-02226,500
Observed price2026-05-06266,000
Observed price2026-05-30327,667
Observed price2026-06-03356,000
Observed price2026-06-11299,000
Observed price2026-07-05315,167
Observed price2026-07-25251,000
Observed price2026-07-29208,500
Observed price2026-08-14274,500
Observed price2026-09-07270,000
Observed price2026-09-15248,500
Observed price2026-09-17252,500
Observed price2026-09-18261,000
Published advisor forecast2025-11-27103,500
Published advisor forecast2026-05-28111,987
Published advisor forecast2026-11-28118,034
Published advisor forecast2027-05-28124,054
Published advisor forecast2027-11-28114,998
Published advisor forecast2028-05-28127,993
Published advisor forecast2028-11-28135,032
Published advisor forecast2029-05-28142,054
Published advisor forecast2029-11-28148,020
Published advisor forecast2030-05-28154,089
Published advisor forecast2030-11-28160,099

2. Scenarios & Signals

Bull case

In this scenario, Samsung Electronics successfully captures a dominant in the and subsequent high-bandwidth memory generations, surpassing competitors like SK Hynix due to superior production capacity and yield integration. The foundry division achieves a structural turnaround, securing major orders from top-tier fabless clients seeking diversification away from TSMC. Furthermore, the '' significantly diminishes as aggressive shareholder return policies and governance reforms align with global standards. Macroeconomically, a sustained global AI 'super-cycle' keeps semiconductor demand outstripping supply for longer than historical averages, driving margins to record highs. Under these conditions, valuation multiples expand to converge with global tech peers, pushing the stock significantly higher.

Bear case

The bear case envisions a premature end to the build-out, leading to a severe memory inventory glut by 2027. Samsung fails to close the technological gap in with SK Hynix and struggles with low yields in its advanced foundry nodes, leading to continued operating losses in the non-memory logic sector. Intensified competition from Chinese memory manufacturers in legacy DRAM and NAND erodes cash cow margins. Geopolitical tensions restrict access to key equipment or markets, while the Korean won strengthens unfavorably against the dollar, hurting export competitiveness. Governance reforms stall, leaving the valuation trapped at historically low price-to-book ratios despite earnings volatility.

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